Archive - Wall St Gunslinger

October '24 Stock Pick

Long runway for capital deployment at attractive rates in a high barrier to entry industry

Oct 6 •

Michael Kandolin

September 2024

September '24 Stock Pick

A simple business in a not so easy industry averaging >20% ROCE, with no debt, a shrinking share count, and trades for ~10x Pre-Tax. What else do you…

Sep 1 •

Michael Kandolin

August 2024

August '24 Stock Pick

Repeat after me, the economics of a business matter more than the short term blunders.

Aug 4 •

Michael Kandolin

July 2024

July Stock Pick '24

Trying to get better at paying up for quality

Jul 14 •

Michael Kandolin

June 2024

A little update on where I stand with a prior pick and a new name.

Jun 9 •

Michael Kandolin

Little Schedule Update

Just wanted to give a little update to all paid subscribers.

Jun 1 •

Michael Kandolin

May 2024

May 2024 Stock Pick

A boring business who supplies a critical home component with an A+ balance sheet and a shareholder friendly playbook. If you want excitement, this…

May 5 •

Michael Kandolin

April 2024

April '24 Stock Pick

A solid margin of safety with asymmetric upside returns. Heads I win big, tails I don't lose much. I'm putting some chips in.

Apr 7 •

Michael Kandolin

March 2024

Builders FirstSource

Collected thoughts on the name I should have paid attention to long ago.

Mar 30 •

Michael Kandolin

Frontier, Continuing to Turn Copper into Gold

EBITDA had positive growth YoY for the first time in a decade and the margin profile is changing. It's hard to argue with execution.

Mar 15 •

Michael Kandolin

Bob Robotti's Thesis for LSB Industries $LXU

The chauffeur pitch from Bob's MOI Global Best Ideas 2024 presentation

Mar 9 •

Michael Kandolin

After strong execution I am forcing myself to put some skin in the game after passing multiple times.

Mar 3 •

Michael Kandolin

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts